Senior Investment Acquisition Executive

Alumni Ventures; Menlo Park (CA); On-site; USD 170,000 - 180,000; Full time

Benefits offered by this job

Comprehensive health coverage

Dental and vision plans

Tax-advantaged accounts

401(k) with company match and vesting

Company-paid life and disability

Additional support programs

Flexible, unlimited PTO and generous P

10 company holidays

Job summary

Alumni Ventures seeks a Senior Account Executive, Investment Sales to convert prospective investors into first-time AV investors and lay the groundwork for long-term, annual allocations.

You will own inbound and warm prospect conversations from qualification through close, tailoring calls to each investor’s goals and AV offerings. Expect a solution-selling approach, not scripted pitches, with a focus on trust and education.

Qualifications

• 7+ years of closing sales experience, ideally in financial services or high-consideration investments.
• Strong verbal communicator who can build trust and guide nuanced conversations over the phone.
• Ability to diagnose what a prospect needs and tailor the approach to motivations and investment experience.

Responsibilities

• Own inbound and warm prospect calls end to end, from qualification through close.
• Prioritize zero-to-one conversion and establish a foundation for long-term relationships.
• Adapt conversations in real time to different motivations and buying signals.
• Connect investor needs to the appropriate AV offering and opportunities.
• Document outcomes, insights, and next steps in HubSpot with disciplined follow-through.
• Collaborate with Marketing and Nurture teams to improve messaging and education for prospects.

Skills

Closing sales

Verbal communication

Prospect research

CRM (HubSpot)

AI tools in sales

Relationship building

Syndications knowledge

Investor conversions

Tools

HubSpot

Job description

Alumni Ventures seeks a Senior Account Executive, Investment Sales to convert prospective investors into first-time AV investors and lay the groundwork for long-term, annual allocations.

You will own inbound and warm prospect conversations from qualification through close, tailoring calls to each investor’s goals and AV offerings. Expect a solution-selling approach, not scripted pitches, with a focus on trust and education.